Anyone taking bets here? https://i.imgur.com/faOusBP.jpg

🇧🇷🇺🇸-  Book: Making Things Think: https://holloway.com/mtt. Investor in Wander, Carry, Footprint, Merkle Manufactory (Farcaster), Dynamic, Paragraph.

Stratechary has had *excellent* content on Meta / VR recently

i.e. https://stratechery.com/2022/meta-meets-microsoft/

leaves me believing that Meta may simply be too early and playing in the wrong (expensive, too novel today) part of the stack. 

though kudos to them for the conviction.